Long Walk Management’s Cloudflare NET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16M Sell
2025
Q1
$15.5M Sell
2024
Q4
$38.7M Sell
2024
Q3
$30.1M Sell
2024
Q2
$30.9M Buy
2024
Q1
$19.9M Buy
2023
Q4
$12.7M Sell
2023
Q3
$16.2M Sell
2023
Q2
$20.6M Sell
2023
Q1
$30.8M Sell
2022
Q4
$24M Sell
2022
Q3
$37.3M Buy
2022
Q2
$21.8M Buy
2022
Q1
$34.7M Buy
2021
Q4
$37.6M Sell
2021
Q3
$52.6M Sell
2021
Q2
$50.3M Buy